Robert Cucchiaro
Robert Cucchiaro is a CFP-designated registered investment advisor at Summit Wealth and Retirement Partners, based in Eagle, ID, with 23 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 354 clients with $980M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
435 E Shore Drive, Suite 220, Eagle, ID, 83616
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a passive partial owner of Summit Tax Planning, Inc and an independent insurance agent. He is also president and advisor for Summit Wealth & Retirement Planning, a registered representative with Mutual Securities, Inc., and owner of Financial Advisor Field Guide, spending nearly full-time on these activities.
Employment History
Current Registrations
Summit Wealth and Retirement Partners
Mutual Securities, INC.Broker
Previous Registrations
Summit Wealth and Retirement Partners
Vsr Financial Services, INC.Broker
Vsr Advisory Services
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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